DatriseAI-first ETL

Hubplanner to Chartio Integration

AI-first ETL from Hubplanner into Chartio. Governed entities, incremental sync, typed landing tables.

How Datrise loads Hubplanner into Chartio

Datrise syncs Hubplanner's bookings, resources, projects, clients, timesheets, and utilization rates into Chartio as SQL tables a visual-SQL explorer connects to. Flexible or custom fields land in flattened columns for visual SQL, and timestamps such as created, updated, and status changes are typed as temporal columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Visual-SQL tools build joins from your schema, so Datrise lands clearly related tables with stable id columns.

Ideal for drag-and-drop charting over a database.

Endpoints

Hubplanner: Resource planning and utilization for agencies.

Chartio: Cloud BI for exploring warehouse data with drag-and-drop charts.

How Hubplanner entities map to Chartio

Hubplanner entityChartio objectNotes
bookingshubplanner_bookingsid PK · custom fields → flattened columns for visual SQL
resourceshubplanner_resourcesid PK · linked to hubplanner_bookings
projectshubplanner_projectsid PK · linked to hubplanner_bookings
clientshubplanner_clientsid PK · linked to hubplanner_bookings

FAQ

How does Datrise handle Hubplanner's custom fields in Chartio?

Flexible values are stored as flattened columns for visual SQL, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Chartio types.

How does the Hubplanner to Chartio sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

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